Energy Storage
Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.
26 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $46.6B | +$2.6B | 13 | 1.31% | Increased |
|
| 2 |
BlackRock
New York
| $38.2B | +$255M | 12 | 1.22% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $21.6B | -$507M | 13 | 1.29% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $20.3B | -$5.02B | 1 | 4.32% | Reduced |
|
| 5 |
Natixis
Paris,
France
| $10.4B | +$12.1B | 2 | 37.75% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $10B | +$363M | 15 | 1.47% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.59B | +$1.06B | 5 | 1.21% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $7.99B | +$248M | 10 | 0.8% | Increased |
|
| 9 |
Jennison Associates
New York
| $6.64B | -$273M | 2 | 6.62% | Reduced |
|
| 10 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $6.33B | -$334M | 1 | 6.49% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $5.9B | -$98.3M | 11 | 1.26% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $5.57B | +$391M | 5 | 1.44% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $5.22B | +$924M | 13 | 0.73% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $4.55B | +$304M | 10 | 1.04% | Increased |
|
| 15 |
Morgan Stanley
New York
| $4.4B | +$2.05B | 14 | 0.57% | Increased |
|
| 16 |
BAMCO Inc
New York
| $3.91B | +$9.48M | 1 | 12.56% | Increased |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $3.7B | +$255M | 10 | 1.31% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $3.54B | -$8.09M | 9 | 1.37% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $2.84B | +$63M | 9 | 0.99% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $2.67B | -$48.5M | 9 | 1.4% | Reduced |
|
| 21 |
Swiss National Bank
Zurich,
Switzerland
| $2.58B | +$95.7M | 7 | 1.74% | Increased |
|
| 22 |
Primecap Management
Pasadena,
California
| $2.29B | -$35M | 1 | 2.05% | Reduced |
|
| 23 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.18B | +$132M | 2 | 1.68% | Increased |
|
| 24 |
Goldman Sachs
New York
| $2.17B | +$174M | 13 | 0.54% | Increased |
|
| 25 |
Allianz Asset Management
Munich,
Germany
| $1.82B | +$11.7M | 3 | 1.73% | Increased |
|